Skip to content

Underwriting Manager

Manage team performance reviews and goal-setting

Enhances✓ Available Now

What You Do Today

Conduct performance reviews, set production and quality targets, identify development needs, and create individual plans that balance business goals with career growth.

AI That Applies

Performance analytics — AI tracks individual underwriter metrics (premium production, hit ratio, loss ratio, turnaround time, quality scores) for objective performance evaluation.

Technologies

How It Works

The system ingests individual underwriter metrics (premium production as its primary data source. The analytics engine aggregates data across sources, applies statistical analysis to identify significant patterns and outliers, and presents the results through visualizations that highlight what needs attention. The results integrate into the practitioner's existing workflow — presenting recommendations, flags, or automated outputs alongside their normal working context.

What Changes

Performance reviews are data-driven: 'Your turnaround time improved 20% but your quality audit scores declined. Let's talk about finding the right balance.'

What Stays

Having honest development conversations, managing underperformance, and motivating your team through a hard market or soft market — that's pure leadership.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for manage team performance reviews and goal-setting, understand your current state.

Map your current process: Document how manage team performance reviews and goal-setting works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: Having honest development conversations, managing underperformance, and motivating your team through a hard market or soft market — that's pure leadership. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support Workday tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long manage team performance reviews and goal-setting takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your chief underwriting officer or VP Underwriting

What data do we already have that could improve how we handle manage team performance reviews and goal-setting?

They're setting the AI strategy for risk selection

your actuarial lead

Who on our team has the deepest experience with manage team performance reviews and goal-setting, and what tools are they already using?

They build the models that AI underwriting tools are measured against

a senior underwriter with deep book knowledge

If we brought in AI tools for manage team performance reviews and goal-setting, what would we measure before and after to know it actually helped?

Their judgment is the benchmark — AI should match it, not replace it

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.